Invoice
A billing document sent to a private-pay client or insurance payer itemizing services delivered, dates, hours, rate, and total amount due. For government payers, the equivalent document is a claim.
Also known as: invoice · bill · statement · billing statement · service invoice
An invoice is generated for each billing cycle and lists all completed visits within that period — the service date, caregiver, service type, hours, rate, and total. For private-pay clients, invoices are sent directly to the client or their family.
Invoice format and frequency vary by agency: weekly, bi-weekly, or monthly billing cycles are common. Private-pay billing is typically handled via check, credit card, or ACH.
For insurance and government payers, billing takes the form of an electronic claim rather than an invoice.
In home care, this means…
Generated from the visit log. Requires accurate EVV data and completed visit documentation to produce correctly.
Related terms
Visit →
The executed instance of a shift — the actual delivery of care including clock-in, task performance, documentation, and clock-out. The visit is the billing unit in home care.
Claim →
An electronic billing document submitted to a government or insurance payer requesting reimbursement for services rendered. Claims include authorization codes, service codes, units delivered, dates of service, and provider information.
Private Pay →
A funding arrangement where the client or their family pays for home care services directly out-of-pocket, without insurance or government reimbursement. Private pay typically offers the highest margin and greatest service flexibility.
AR (Accounts Receivable) →
Money owed to the agency for services already delivered but not yet paid. AR aging (0-30, 30-60, 60-90, 90+ days outstanding) is the primary indicator of billing health and cash flow risk.